News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) how to get opportuniti...

Microsoft Dynamics CRM (Archived)

how to get opportunities directly from account in CRM 2016

(0) Share

Report

Report

Posted on by P NOUSHAD

1,771

Hi,

In CRM 2011, opportunities can be open directly from account as shown in below screen-shot. How can do the same in CRM 2016. Please help me.

*This post is locked for comments

All responses Img

All responses (3)

Answers Img

Answers (1)

Verified answer

P NOUSHAD 1,771 on at

Like (0)

Report

RE: how to get opportunities directly from account in CRM 2016

Hi,

Thanks for your help.
Suggested answer

Gopalan Bhuvanesh 11,397 on at

Like (0)

Report

RE: how to get opportunities directly from account in CRM 2016

Hi

In the navigation bar, after the name of the record you can see an arrow (Related records).

Click this arrow and then click the Opportunities.

You can see the associated opportunities.
Suggested answer

M.Azwar Alam on at

Like (0)

Report

RE: how to get opportunities directly from account in CRM 2016

Hi,

You can add opportunities sub grid on account form

Mark answer as verified, if it works for you

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2

Martin Dráb 230,149 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans